GENIUS (INCOME TAX)
Vijay Soni
Financial Analyst
Jamshedpur,JH
Work Preference
Summary
Result-driven finance professional with strong fundamental and technical analytical skills, adept at handling financial data, reporting, and supporting informed business decisions. Seeking a dynamic environment to apply and enhance analytical expertise while contributing with efficiency, adaptability, and a growth-oriented mindset
Overview
7
7
years of professional experience
8
8
Certifications
2
2
Language
Work History
CA Articleship
Rakesh P. & Associates, Chartered Accountants
Jamshedpur, Jharkhand
02.2014 - 02.2017
- Led and supported statutory audits, including finalization of accounts, financial statements, and CARO reporting for industrial entities
- Executed tax audits and Income Tax compliance for individuals, proprietorships, firms, and corporates
- Assisted in statutory bank audits of SBI and Canara Bank at branch level
- Independently conducted quality review audits for Aditya Birla Sun Life MF and Axis MF across Jamshedpur & Ranchi
- Performed inventory, fixed asset, and internal control audits, including process reviews for manufacturing organizations
Junior Internal Auditor
M/s JOST INDIA Auto Component Private Limited
Jamshedpur, Jharkhand
07.2017 - 07.2018
- Hands-on experience in Cognos monthly MIS reporting, freight inward/outward reconciliation, and financial statement preparation
- Assisted in internal audit processes and training new staff, supporting process standardization and compliance
- Demonstrated strong written and verbal communication skills in cross-functional coordination
Research Analyst
Kathuria Consultancy (Sub-Broker)
Jamshedpur
01.2020 - 07.2020
- Conducted quantitative and qualitative market research, analyzing large datasets to identify trends, patterns, and actionable insights
- Prepared concise research reports with data-backed findings and investment recommendations
Financial Analyst
MVD Management Solution Private Limited
Jamshedpur, India
08.2020 - Current
- Delivering research-driven insights and data support to aid management decision-making
- Built and maintained research databases while developing strong client relationships to drive repeat business
- Consistently achieved sales targets by delivering need-based financial solutions, educating clients on trading strategies, mutual funds, and insurance products
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Education
Higher Secondary Examination (12th) -
ICSE Board
Jamshedpur, India01.2012
Bachelor of Commerce - Accounts Hons
Jamshedpur Co‑Operative College
Jharkhand09-2015
Chartered Accountant - IPCE
Institute of Chartered Accountants of India
New Delhi11.2017
Chartered Accountant - Final – Group 2
Institute of Chartered Accountants of India
New Delhi01.2021
MBA - Finance
Narsee Monjee Institute of Management Studies
Navi Mumbai 04.2001 -
Skills
Proficient in equity research, valuation, and market analysis using Bloomberg, TradingView, Investingcom, Trading Economics, and Forex Factory
Advanced working knowledge of Tally ERP 9 and end-to-end accounting workflows
Strong command of MS Office (Excel, Word, PowerPoint) with focus on financial analysis and reporting
High proficiency in Advanced Excel (data analysis, analytical functions, MIS & reporting)
Experience in manual and automated payment processing and client query handling via calls and email
Hands-on experience with accounting & taxation software – GENIUS (SAG Infotech Pvt Ltd)
Certification
NISM VIII - Equity & Derivatives
Inter-personal, Extra Curricular and areas of Competencies
- Strong analytical, problem-solving, and business acumen with clear understanding of organizational operations
- Effective written & verbal communication, leadership, and people management skills
- Experienced in consulting entrepreneurs, conducting training, seminars, mentoring, and event management
- Inquisitive learner with GST working knowledge, community engagement, and active participation in sports
Software
TALLY (ACCOUNTING)
ZOHO BOOKS
TRADING VIEW
INVESTINGCOM
OPTSRA OPTION
Accomplishments
- Delivered research-driven financial insights supporting management decisions in equity, derivatives, and portfolio planning
- Conducted equity research and valuation, identifying market trends and actionable investment opportunities
- Improved portfolio performance and risk control through data analysis, options strategies, and periodic reviews
- Built and maintained financial and research databases, enhancing reporting accuracy and turnaround time
- Successfully supported mutual fund and insurance advisory, contributing to consistent client growth and retention
- Achieved monthly revenue targets by aligning financial solutions with client risk profiles and goals
- Prepared concise analytical reports and dashboards for senior management and clients
- Strengthened client confidence and repeat business through clear communication and data-backed recommendations
Affiliations
- Affiliated with NMIMS University, MVD Management Solution Pvt. Ltd., ICAI (former articleship), NISM (SEBI certifications), and Zoho Certified professional community.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Languages
English
Upper intermediate (B2)
Hindi
Intermediate (B1)
Interests
Cricket and Sports (teamwork & discipline)
Reading Financial Journals and Research Reports
Continuous Learning in Finance & Technology
Timeline
Mckinsey.org Forward Program
12-2025
Zoho Professional Certificate
11-2025
Financial Modelling & Valuation (GT)
07-2025
Stock Market Using AI
06-2025
Career in Finance (CFI)
04-2025
Business Intelligence Using PowerBI & Tableau (GT)
04-2025
Investment Banking Program (Jobaaj Learning )
03-2025
NISM VIII - Equity & Derivatives
09-2023
Financial Analyst
MVD Management Solution Private Limited
08.2020 - Current
Research Analyst
Kathuria Consultancy (Sub-Broker)
01.2020 - 07.2020
Junior Internal Auditor
M/s JOST INDIA Auto Component Private Limited
07.2017 - 07.2018
CA Articleship
Rakesh P. & Associates, Chartered Accountants
02.2014 - 02.2017
MBA - Finance
Narsee Monjee Institute of Management Studies
04.2001 -
Higher Secondary Examination (12th) -
ICSE Board
Bachelor of Commerce - Accounts Hons
Jamshedpur Co‑Operative College
Chartered Accountant - IPCE
Institute of Chartered Accountants of India
Chartered Accountant - Final – Group 2
Institute of Chartered Accountants of India